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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Glacier radial
- Established Date
- 10-01-2020
- Office Locations
- 1
Office Locations
About Gleneagles Investment Advisors, LLC
Gleneagles Family Office (Gleneagles Investment Advisors) is an Atlanta-based shared family office for families of great wealth, including those navigating major liquidity or leadership transitions and multi-generational planning. The team delivers integrated wealth strategy across investment management and portfolio construction, risk management, trust structures, and operational efficiency, with portfolios that include ETFs and private funds. Partners with The 50 Group to convene senior family office executives.
Team overview
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Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
STEPHEN WILLIAM RIDDELL
Analyst, Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
SOPHIA HAYS WAY
Chief Investment Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Betty Caddell
Family CFO
- CRD
- --
Mike Hackney
Chief Technology Officer & Relationship Manager
- CRD
- --
Prime matrix
Unison ridge
- CRD
- #29329
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,397,816 | $2,099,454 |
| Non-Discretionary | $3,074,464,233 | $65,414,133 |
| Total | $3,082,862,049 | $60,448,275 |
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Separately Managed Accounts
Total SMA Asset: $3,074,464,233
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $279,169,400 | 4.7% |
| Equity - Exchange | $902,845,721 | 15.2% |
| Cash | $1,039,460,534 | 17.5% |
| Other | $332,627,371 | 5.6% |
| Municipal Bonds | $308,868,273 | 5.2% |
| Corporate - Investment Grade | $1,229,533,317 | 20.7% |
| Corporate - Non-Investment Grade | $1,104,798,053 | 18.6% |
| U.S. Government/Agency | $742,471,809 | 12.5% |
| Total | $5,939,774,478 | 100.0% |